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Marc W

Series 65

Milwaukee, WI

Mutual Advisors, LLC

Marc Willden is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Mutual Advisors since 2020. Prior to his advisory career, he spent 28 years at Matrix Packaging Machinery, LLC. Willden also serves on the board of directors for The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies, emphasizing diversification and alignment with client objectives, and is notable for its scale and breadth of institutional work.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Jared T

Series 65, Series 66

Milwaukee, WI

Mutual Advisors, LLC

Jared Thompson is a financial advisor at Mutual Advisors, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at ValMark Advisers, Wealth Partners, ValMark Securities, and SPC. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion through 154 advisors. The firm offers a range of advisory services using both active and passive strategies, with an emphasis on diversification and customized portfolio management.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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